Market
RIA
Member Level
Premier
Last Activity
within 3 months
General
Location
High Point, NC, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$75,000,000.00
Gross Revenue
$490,000.00
# of Accounts
400
Avg Client Age
70
Overview

$75MM AUM / $490K Gross Revenue / The majority of my book of business is invested in Mutual Funds. I also have a strong position in Stocks and Annuities with a much small holding in Alternative Investments (REITs, BDCs, Private Equity and Private Placements). I manage 110 households and 55% of the revenue I generate is fee based.

I'm looking to purchase a book with a minimum of $5MM in AUM and up to $75MM in AUM. .

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